What should you do before you board a helicopter?


I thought I was pretty savvy about money, but when I met earlier this week with the panelists for Thursday’s free breakfast seminar, Money Mistakes Savvy Businesswomen Should Avoid, I learned how much I don’t know.

This is going to be a great panel, nothing like your typical financial planning seminar.  Panelists Lisa Grossman, Tanya Ferreiro, Debbie Morrison, and Ellen Siegel will share personal stories as well as their expertise.  We’ll discuss a variety of topics including:

  • the changing definition of  “emergency” fund
  • the longevity trap
  • the special issues of non-traditional families, and
  • what you should do before you board a helicopter!

We’re busy and we fail to make the the time for sessions like this.  That’s one of our major mistakes.  I urge you to find time to join us!

Janet Altman is a Management Chief Marketing Officer at Kaufman Rossin, one of the Top 100 CPA and advisory firms in the U.S.

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